Forecasted deal revenue

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Custom report recipe: Forecasted deal revenue

Introduction

The Forecasted deal revenue report is a crucial tool for businesses using ActiveCampaign, allowing you to visualize anticipated revenue against projected closing dates. This custom report highlights deal values based on their forecasted close dates, enabling sales teams to strategize effectively and make informed decisions. By understanding potential revenue inflow, businesses can allocate resources efficiently and streamline their sales processes.

How to Access This Feature

To utilize the forecasting capabilities, follow these straightforward steps to access the custom report tool in your ActiveCampaign account:

1. Click on Reports in the left-hand menu.
2. Select Custom Reports from the dropdown menu under Reports.

Once these steps are completed, you will have access to the custom reporting functionalities that empower you to create tailored reports for your organization.

Step-by-Step Instructions

To create a custom report that details the deal value against forecasted close dates, follow the detailed steps below:

Step 1: Build the Report

1. Click the Deals view to access the nested dimensions and measures, necessary for the report creation. 2. Select the Forecasted Close Date view to expand the list of options nested under Deals. 3. Hover over the Forecasted Close Date dimension, then click the Filter button that appears. 4. Repeat this process for the Pipeline dimension, clicking the Filter button that appears for this option. 5. Click on Forecasted Close Month to include this dimension in your report.

Your report should reflect the selected dimensions thus far.

Step 2: Create the Measure

1. Click on Total Value to integrate this measure into your report. Note that scrolling down on the left pane might be necessary to locate this option. 2. Use the Filters section at the top center bar to select your desired Pipeline or Forecasted Close Date parameters. 3. Navigate to the Visualization section, then click on the Column chart icon to select your preferred visual representation. 4. Finally, click the Run button located at the top right of the report area to retrieve the data needed for your report.

Save and Share the Report

To ensure that your report is saved for future reference, follow these steps:

1. Click on the gear icon (settings) located at the top right corner of the report, near the Run button. 2. From the dropdown, select Save as a Look…. 3. Enter a Title for your Look that reflects its purpose. 4. Optionally, provide a description for additional context. 5. Click on Save & View Look to finalize the process.

Configuration Options and Settings

In this feature, the critical elements that can be configured include:

• Filters

   * Deals Forecasted Close Date
   * Deals Pipeline
   

• Dimension

   * Deals Forecasted Close Month
   

• Measure

   * Deals Total Value

These configuration options allow users to customize their reports according to various deal parameters and goals.

Best Practices and Tips

When creating and utilizing the Forecasted deal revenue report, consider the following best practices: - Regularly update your filters to reflect current and relevant data. - Pair this report with other metrics for a holistic view of business performance. - Share insights from the report with your sales team to align on strategies and expectations. - Utilize historical data to set realistic targets for forecasted deals.

Common Use Cases

The Forecasted deal revenue custom report can be used in various scenarios, including:

• **Sales Performance Tracking:** To evaluate how well the team is performing against sales targets within a specific timeframe.
• **Pipeline Management:** To help prioritize leads and deals that are about to close and need attention.
• **Trend Analysis:** To identify patterns in sales forecasts that can inform future forecasting and budgeting processes.

Troubleshooting

If you encounter any issues creating your report, consider the following troubleshooting steps: - Ensure you have sufficient access permissions to use the custom reports feature. - Double-check your filter settings to confirm you are not excluding important data. - Verify your data sources to ensure they are properly connected and up-to-date.

FAQ

1. What is the Forecasted deal revenue report?

A tool that displays anticipated revenue based on forecasted close dates for deals in ActiveCampaign.

1. How do I access custom reports?

Navigate to the Reports section in your account and select Custom Reports.

1. What filters can I use in my custom report?

You can use the Forecasted Close Date and the Pipeline as filters for your report.

1. Can I save my report?

Yes, you can save your report by clicking on the gear icon and selecting Save as a Look….

1. What dimensions can I include in my report?

You can include the Deals Forecasted Close Month dimension in your report.

1. What measure can I use for reporting?

The measure available is Deals Total Value, which reflects the total anticipated deal value.

1. How do I visualize my report data?

In the visualization section, you can choose a Column chart to represent your data visually.

By leveraging the Forecasted deal revenue report, users can significantly enhance their evaluating strategies and optimize their sales processes. ```